BFA
Beaumont Financial Advisors Portfolio holdings
AUM
$1.38B
1-Year Return
18.65%
This Quarter Return
+2.21%
1 Year Return
+18.65%
3 Year Return
+68.43%
5 Year Return
+113.34%
10 Year Return
+259.09%
AUM
$1.22B
AUM Growth
+$2.4M
(+0.2%)
Cap. Flow
-$38.5M
Cap. Flow
% of AUM
-3.17%
Top 10 Holdings %
Top 10 Hldgs %
37.64%
Holding
163
New
15
Increased
43
Reduced
62
Closed
35
Top Buys
| 1 |
iShares US Industrials ETF
IYJ
|
$41.2M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$22.4M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$21.7M |
| 4 |
iShares Dow Jones US ETF
IYY
|
$18.3M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$18.3M |
Top Sells
Sector Composition
| 1 | Healthcare | 4.22% |
| 2 | Communication Services | 2.84% |
| 3 | Industrials | 2.38% |
| 4 | Technology | 2.27% |
| 5 | Consumer Staples | 2.23% |
